Employee

The name of the employee.

ID

The employee's Synergetic ID.

Transaction Type

The type of leave transaction:

Type

Description

Leave Taken

Record leave taken by an employee.

Adjustment: Add Leave

Add to an employee's leave entitlement.

Adjustment:
Deduct Leave

Deduct leave from an employee's entitlement.

Calculate Adjustment

Set an employee's entitlement to a specified balance.

Note: Synergetic will calculate how many units should be added or deducted to reach the New Balance.

Set Leave Balance at Date

Set the employee's leave entitlement balance to this value at the specified date.

Note: The leave balance is zeroed and set to the specified balance on this date. Once this transaction has been entered, you cannot enter any manual leave transactions before this date. All future leave accruals are calculated from this date. Synergetic prompts you with a confirmation if you set the balance at a future date.

Leave Code

Type of leave. For example:

• annual leave
• long service leave
• leave without pay
• rostered day off
• sick leave.

Number of units

Number of time units (e.g. days) of leave.

Start Date

First day of leave.

Note: This field is only visible if the Leave Taken Transaction Type is selected.

Transaction Date

The date the leave transaction will occur.

Note: This field is only visible if an Adjustment Transaction Type is selected.

Number of Units

Number of units of leave to be added or deducted.

Note: If the Calculate Adjustment Transaction Type is selected, this field is the final balance required for the selected leave code, not the number of units to subtract or add.

Finish Date

Date the employee is returning from leave.

Note: You can set this manually, or click to calculate the Return Date based on the Start Date and the Number of Units. Estimated Return Dates do not account for public holidays. This field is only visible if the Leave Taken Transaction Type is selected.

Include in Future Pays

Select this to include the staff member in future pay runs for their pay group during the period they are on leave. By default, employees are excluded from all pay runs while they are on leave.

Note: Staff not automatically included in pays past the date of their return. You must manually select to include in future pays past this date.

Sub Category

If required, leave award codes can have sub-categories to break them down further.

Comment

Add a comment to describe the transaction.

Posting Number

Posting number that this leave transaction is included in.

Award Code

The award the employee is currently under.

F.T.E.

The full-time equivalency factor.

Works Full Days

Select if the employee works full days.

Note: If selected, the number of hours the employee typically works per day is displayed to the right.

Current Balance

The current balance of the selected leave code.

Note: This field is only displayed once a Leave Code has been selected.

Transaction

The amount of leave to be added or deducted in this transaction.

Note: This field is only displayed once a Leave Code has been selected.

New Balance

The projected balance of the selected leave code after the current transaction.

Note: This field is only displayed once a Leave Code has been selected.

Button

Description

Estimate the Return Date based on the Start Date and Number of Units taken in leave.

Note: This estimation does not account for public holidays. You should always check that the estimated Return Date is correct. This field is only visible if the Leave Taken Transaction Type is selected.

Add the leave transaction.

Close the Leave Details window without adding the transaction.